Investment Policy Development & Review

Establishing an investment policy is an important step toward satisfying fiduciary responsibility. DeMarche can help create a policy that clearly states the objective of the plan sponsors, outlines the plan structure and establishes the criteria for monitoring and evaluating performance. An investment policy statement is a critical document that specifically spells out the responsibilities of those involved in implementing the plan. This includes setting procedures for selecting investment options and managers, establishing investment guidelines and communicating the company's philosophy and expectations to providers and managers.